There are many ways to add people to Rally, including manual entry, uploading a CSV spreadsheet, connecting Salesforce or Snowflake integrations, panel signups, and screener submissions.
Salesforce or Snowflake Sync
Seamlessly import your existing contacts or users with Rally's Salesforce or Snowflake integrations. Automatic data syncing every 24 hours reduces manual efforts and ensures data consistency. By configuring sync settings and Property mappings, you can tailor the integration to meet your specific needs. Learn more about the process and how to set up the Salesforce or Snowflake integrations to enhance efficiency and productivity
Add People Manually
This method is suitable for adding a small number of individuals.
Select the People page in your Rally Workspace.
Select 'Add People' in the top right corner and 'Add Person.'
Fill out the Properties for the person.
If you have more individuals to add, select 'Save Person and Add Another.' Otherwise, select 'Save Person.'
CSV Import
Prepare Your Spreadsheet For Import
To ensure a successful CSV upload, follow these best practices:
New Properties
If you have new columns that you want to import as new properties, we recommend creating those properties first in Property Settings before uploading the CSV.
Include an email address or ID column
Your CSV needs to have a way of identifying people. This can be an email address or an ID column containing unique values per person. If you're using an ID column, the Property needs to be created in Rally first.
Check for duplicate email addresses
Rows with duplicate email addresses will be automatically removed during the import process.
Separate First and Last Names
If you have names as one column in your CSV, split them into two before importing. This ensures smoother Study operations, as Personalization Tokens can be used in email templates (e.g., "Hello {First Name}").
Format Dates to MM/DD/YYYY
Rally supports dates in MM/DD/YYYY format but does not support date-time formats (e.g., 09/22/2023 is supported, but 09/22/2023 09:25:15 is not).
Existing people
Rally prevents duplicate contacts during imports. If an email address or ID column matches an existing person in Rally, then that person's Properties will be updated. No existing contact data is lost, only the mapped fields are updated. Non-mapped properties will not be affected.
Add People Via CSV
Uploading a .csv spreadsheet is the preferred method when adding people in bulk.
Depending on the amount of data you upload via .csv, it may take up to an hour to complete. Rally will continue running this in the background, meaning once you see that Rally has begun processing your upload, you can safely close the final Importing People window without affecting your upload.
Select the People page in your Rally Workspace.
Select 'Add People' in the top right corner and select 'Upload list of people.'
After reviewing the best practices, click 'Continue' at the bottom right corner.
Upload your CSV file.
Map the columns from the CSV to the corresponding Properties in Rally. If a Property has not been created yet, you can create it now.
Review and finalize your upload, then select 'Import'.
View CSV Imports
View all historical .csv file imports, including file name, upload status, # of people included, source, owner (who uploaded it), and imported at (date and time). Here you can check on the upload status of a .csv file you've begun importing to see if it is "Completed" or still "Processing" or select an import to review all data included in it.
Navigate to People from the top nav bar.
Select 'Imports' from the left sidepanel (scroll down if needed to see this option).
View all historical .csv file imports, including checking a new import's upload status.
Select the name of any import to open it and view all data included in it.
Add People to Rally FAQ
ℹ️ Why are people from my .csv file upload not showing in Rally? Did my import fail?
Depending on the amount of data you upload via .csv, it may take up to an hour to complete. Rally will continue running this in the background. Navigate to People > Imports to view your .csv file imports and check their upload status. "Processing" means Rally is still uploading your file, while "Completed" means all data from this file should now be shown in your People database.